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  1. Email Settings - Specify date/time to send transactions

    724 votes

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    300 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    In development  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, I'm pleased to share that we're moving forward with the ability to schedule the send of an invoice from Xero.

    We're in the early phase of releasing our new invoicing scheduler to customers, and appreciating the direct interest you've all shown here we've included everyone that's voted on this idea in our initial rollout!

    You'll see a tool tip on the invoice page for email scheduling, and be able to choose the right date/time when you go to email an invoice (from the send email dropdown). 😊

    We're really keen to hear your feedback.

    We appreciate there are asks within this idea for being able to schedule the send of other document type such as payslips and want to be upfront that this isn't in the roadmap at present. However, once our invoice scheduler is out to all, we'll be monitoring it's use closely and consider how this…

    Emily Perretti supported this idea  · 

  2. Manual Journals - Journal in foreign currency and see FX rate on journal

    398 votes

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    104 comments  ·  Reports & tax » Manual journals  ·  Admin →
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    Accepted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for all your feedback and highlighting the need for multi-currency manual journals, and being able to see the FX rate directly in the journal.

    We understand the needs in this space have close ties with this idea for being able to journal to bank accounts, and this is something we have intentions of doing deeper discovery around in the longer term. However, we want to be upfront that this work isn't roadmapped right now.

    Though we appreciate not the straight forward approach that you’re after here - currently you can create the journal via a bill in the relevant foreign currency. Entering positive and negative lines for the debit and credit entries, which results in a 0.00 bill total once approved. The bill lines are converted to your organisation’s base currency using the bill’s FX rate, and the transaction won’t revalue.

    As soon as there's movement…

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    Emily Perretti commented  · 

    It's mind blowing this feature still isn't available yet.

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    Emily Perretti commented  · 

    I genuinely cannot understand how this is not priority. We are having to switch to a different provider because a basic function is not being provided.

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    Emily Perretti commented  · 

    @Christian that doesn't actually solve the problem we are having. Our issue is that if you have a euro invoice then you pay it in euros the next day, it creates an FX difference because it forces it to convert into GBP (or whatever your default currency is).

    Emily Perretti supported this idea  · 
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    Emily Perretti commented  · 

    I agree. Not being able to manual journal in a foreign currency is tough for us.